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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 711 HIGH STREET · DES MOINES, IA 50392 | Contract Administrator | $4,477 |
Service code 49 · EIN 52-2114207 720E WISCONSIN AVE · MILWAUKEE, WI 53202 | Other Services | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,420 | $47,977-55.4% | $154,108-86.1% | $56,289-61.9% |
| Participation rate | 79.9% | 66.2%+13.7pp | 83.0%-3.1pp | 69.9%+10.0pp |
| Annual return | 6.47% | 3.54%+2.9pp | 735.21%-728.7pp | -9.96%+16.4pp |
| Employer contribution / active EE | $278 | $2,169-87.2% | $5,298-94.7% | $2,111-86.8% |
| Participant deferral / active EE | $1,171 | $2,392-51.1% | $5,081-77.0% | $3,350-65.1% |
| Admin fee / account holder | $28 | $438-93.7% | $13,411-99.8% | $521-94.7% |